The Paper Price Is Finally Being Forced To Match Physical Silver | Shawn & Rick [Merger] скачать в хорошем качестве

The Paper Price Is Finally Being Forced To Match Physical Silver | Shawn & Rick [Merger]

In this conversation with **Shawn Khunkhun, CEO of Dolly Varden Silver (TSX V: DV | NYSE MKT: DVS | FSE: DVQ) and Rick Van Nieuwenhuyse, President, CEO and Director of Contango ORE, Inc. (NYSE: CTGO), we unpack what is really driving silver’s breakout, from tightening physical supply and rising lease rates to structural demand from EVs, batteries, and critical minerals policy. Shawn explains why the paper market is finally being forced to reflect physical reality, while Rick adds context on how industrial demand, geopolitics, and long-term electrification trends are reshaping silver’s role in the global system. The discussion then turns to the newly announced Dolly Varden–Contango merger, why the combination makes strategic sense, and what the consolidated company looks like in practice, cash flow, development optionality, jurisdictional advantages, and the ability to fund growth without missing this cycle. The conversation also digs into direct shipping models, permitting acceleration in Canada and the US, and why scale, balance sheet strength, and execution matter more than ever in this phase of the metals market. If you value clear thinking over noise, and want to understand how macro forces, policy shifts, and corporate strategy intersect in silver and gold today, this is a discussion worth sitting with. Share it with someone who follows the metals closely, and join the conversation in the comments with what stood out to you most. More Shawn Interviews: Silver Is Rarer Than Gold, And the Market’s Waking Up |    • Silver Is Rarer Than Gold, And the Market’...   Why Silver Could Be the Most Controversial Investment of the Decade |    • Why Silver Could Be the Most Controversial...   #Silver #mining #gold #preciousmetals #stockmarket #finance Catch our full suite of content below: Website: https://thedeepdive.ca/ Twitter:   / thedeepdive_ca   Facebook:   / thedeepdive.ca   Instagram:   / the.deep.dive   LinkedIn:   / the-.  . ==================================================================== Looking for better insights on the markets? The Deep Dive Spotlights is providing exclusive industry insights from executives, insiders, technicians, specialists and more. We're upgrading our Canadian small cap coverage from written to visual, hitting investors with a double dose of market insights to provide a special look into just what's happening in the Canadian public markets. ================================================================= TheDeepDive.ca Team Writers: Jordan Lutz & Steve Hyland Producer: Chriz Rayos Host: Steve Hyland Post Production Head: Oveja Rayos ================================================================= Disclaimer: Not a recommendation to buy or sell securities. Always do additional research and consult a professional before purchasing a security. The Deep Dive and its affiliates hold no licenses. 00:00 Introduction 00:34 Why Silver Finally Broke Out 02:42 The New Silver Demand Nobody Is Pricing In 04:27 Where The Missing Silver Is Really Coming From 06:07 Why A Gold Producer Suddenly Wants Silver 08:09 Mining Without A Mill, Faster Cash, Less Risk 11:30 Why These Two Companies Actually Fit 15:54 Governments Are Quietly Speeding Things Up 22:32 What Changes After The Merger Closes